Cyndeo Wealth Partners’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Cyndeo Wealth Partners’s Portfolio RDVI Stock Details RDVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$487K	Buy	16,553 +4,875	+42%	+$135K	0.02%	356
2026 Q1	$298K	Sell	11,678 -1,247	-10%	-$33.3K	0.02%	409
2025 Q4	$339K	Buy	12,925 +2,665	+26%	+$69K	0.02%	383
2025 Q3	$265K	Buy	+10,260	New	+$259K	0.01%	412

Other funds holding RDVI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Cyndeo Wealth Partners's RDVI Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 42% in Q2 2026, buying an estimated $135K and bringing the position to 16,553 shares worth $487K. The position accounts for 0.02% of the portfolio, ranked #356.

Cyndeo Wealth Partners first reported a position in RDVI in Q3 2025 and has held it in 4 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Cyndeo Wealth Partners held 16,553 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $487K as of Q2 2026.
Cyndeo Wealth Partners bought 4,875 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $135K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #356 holding.
Cyndeo Wealth Partners first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2025 and has held it in 4 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.